Podcasts about qcom

While Microsoft (MSFT) and Meta Platforms (META) shined in the Big Tech space, Diane King Hall turns to a mixed earnings picture elsewhere on Wall Street. CVS Health (CVS) posted an earnings beat, raised guidance, and announced a Wegovy deal with Novo Nordisk (NVO), all contributing to its rally. However, Eli Lilly (LLY) disappointed with its earnings. Diane also discusses how weak guidance led to a sell-off in Qualcomm (QCOM).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

S&P Futures are displaying some weakness this morning. On the economic front this morning the Q1 GDP data will be closely monitored. Overnight, China released its factory order for April which came in weak due to the Trump tariffs being implemented. CAT, CZR, GEHC, GNRC, & V are trading higher after their earnings releases. Visa announced a $30B buyback while GEHC announced a $1B share buyback. After the bell today, MSFT, META, QCOM, KLAC & HOOD are scheduled to report. A total of 50, S&P 500 firms are scheduled to report earnings today.

En este episodio, desglosamos los temas más importantes que están marcando el pulso de los mercados: • Wall Street entra en pánico: El presidente Trump declaró una emergencia nacional comercial, imponiendo aranceles del 10% al 49% usando la Ley IEEPA. El $SPX cayó -3.6%, $US100 -3.8% y $INDU -2.7%. UBS estima que los precios al consumidor podrían subir hasta 4% si no hay marcha atrás. Hoy se publican datos de empleo y el ISM de servicios. • Semiconductores bajo presión: Aunque oficialmente excluidos, los aranceles impactan a socios clave de $NVDA, $AMD, $AVGO y $QCOM. $MU cae -5%, $TSM -4% y $INTC -1%. También bajan $ASML, $LRCX, $AMAT y $KLAC. Trump sugiere que las empresas “fabriquen en EE.UU.” para evitar impuestos. • Apple se desploma: $AAPL cayó ~7% tras los aranceles a China (34%), Taiwán (32%) e India (26%), donde produce buena parte de su hardware. Trump afirmó que Apple invertirá $500B en EE.UU., aunque sigue dependiendo de $TSM y busca diversificar con $FXCOF en India. Acompáñanos para entender cómo esta nueva ola de proteccionismo está sacudiendo a los mercados y alterando el mapa geopolítico global de la tecnología.

Uncertainty surrounding expected auto tariffs from the Trump administration wiped away most of this week's gains. A.I. stocks were slammed the hardest, seen in Nvidia's (NVDA) 6% sell-off. Arm Holdings (ARM) took a big hit after Qualcomm (QCOM) accused the company of antitrust practices. One notable winner today: Dollar Tree (DLTR), which plans to sell its Family Dollar business for $1 billion. Caroline Woods turns to the biggest stories of the trading session.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Qualcomm (QCOM) filed antitrust complaints against Arm Holdings (ARM), a story of "friends turning to foes," says Diane King Hall. She looks deeper into the accusations and shares why Arm took the bigger hit at the start of the trading session. She also highlights Chewy's (CHWY) earnings beat and Cisco's (CSCO) reiterated buy rating from Melius Research.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia's game-changing AI innovations, Nike's earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more!

S&P Futures are weakening this morning as the markets is now focused on the pending Trump Tariff announcement which is scheduled for April 2nd. Travel stocks are moving lower this morning as London's Heathrow airport has been closed due to a fire at a nearby electrical substation. President Trump & Defense Secretary are scheduled to speak at 11:00 am this morning. On Sunday, the China Development Forum begins, CEO's from QCOM, FDX, MA, AVGO, PFE are expected to attend. FDX, NKE & LEN are lower after earnings announcements. Macro uncertainties in the world is likely to be a key theme when earnings season kicks off next month.

Max Wasserman brings his latest picks: CME Group (CMG), Waste Management (WSM), and EOG Resources (EOG). He says he is de-risking and moving away from the Mag 7, but he also likes Qualcomm (QCOM). “When I hear the Fed not sure what direction they're going to go, I'm not going to fight them,” he adds.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Home sales are starting to look weak Last week we saw the release of existing home sales in the month of January and the decline was far bigger than expected. The number of units sold on an annual basis was 4.08 million, which was a decline 4.9% compared to the prior month. Analysts were expecting a smaller decline of 2.6%. While inventory remains tight at a 3.5-month supply, it is improving. Month over month inventory increased 3.5% and when compared to last January, we saw an increase of 17%. For now, it appears that housing prices are stable with the median price of a home sold in January at $396,900, an increase of 4.8% over last January. The number of cash buyers slipped from 32% one year ago to now only 29%. What is more disturbing is the numbers on first time homebuyers. Over history, first time homebuyers have generally made up around 40% of home sales, but January data shows that has slipped to only 28%. I don't see a crash in the housing market coming, but I do believe people buying a house thinking they will make 10 to 20% on their investment over the next year or so is a mistake as I'm pretty confident those days are gone. If you're going to buy a home, buy it as a place to live and raise your family, do not try to make a quick investment return on the short term.   Some home sellers are giving up As a whole, the US home selling market has had some cracks, which we have talked about in the past. The rising interest rates have kept buyers on the sidelines and people selling their homes still think they're worth more than what they can get in today's market. Also, sellers have been spoiled over the past few years thinking you put your house on the market and you should be able to sell it in less than a month. Over a longer period of time, which looks out further than just the last few years, it used to maybe take 3 to 6 months to sell a home. Home sellers really became discouraged in December as delistings soared 64% in the month compared to last year after not finding an interested buyer to purchase the home. At 73,000 delistings, this was the highest level since 2015. We could see that change if interest rates come back down, but at this point in time there's no indications that that will happen in a major way. I'm still looking for a low growth environment for the price of real estate in the coming years.   Another comparison showing AI is overpriced Many people have used the comparison of the tech boom and bust when looking at the high prices for a lot of these AI stocks, which I believe has a lot of relevance. But if you go back 100 years, there's another comparison with Radio Corp. of America, which was a booming technology back then. If your company put radio in the name somewhere, you got to ride along on the upward trend. Sound familiar? RCA stock rose 200 times its value during the 1920s, but then by 1932 it fell 98%. What is even more amazing is in 1986 General Electric acquired RCA for about 72% higher than the price peak back in 1929. It has never been a wise investment strategy to overpay for any investment, which seems to mostly happens in technology. Over the years this hype cycle has happened with cannabis, electric vehicles, and 3-D printers just to name a few. No one knows where the top will be for AI, but one thing I know for certain is many people will lose far more than they could even imagine, which unfortunately will destroy their retirement portfolios.   Berkshire Hathaway historically high cash balance It is no secret that Warren Buffett's company, Berkshire Hathaway, is sitting on over $300 billion in cash, which is invested mostly in T-bills. As a percent of assets, it is now just over 25%, which has never been seen before. The excess cash is caused by two things, first reducing ownership of Apple and some other stocks. Last year alone Berkshire sold 605 million shares or about 70% of its holdings in the stock. It now has a market value of only $75 billion. The second reason for all the cash is likely because of his philosophy to invest when others are fearful and sell when they are greedy. We are definitely in the greedy stage, which we have been talking about at our firm for probably over a year now. No one knows when this will change, but it will. With the expensive nature of many companies and the markets, Warren Buffett likely cannot find anything on sale that he believes is worth buying. I don't see a major crash coming in the near future, but I also don't see any big gains coming either. I do continue to believe we will likely see a correction that leads to a short-term pullback of 10 to 20%. I hope you're prepared for a few months of volatility, as I believe it is coming.   What's so Special about your “Full Retirement Age”? The Social Security Administration references your “full retirement age” quite often, so it is important to understand why that matters, and why it doesn't. The main reasons this age is important is because at that point you are no longer subject to the earnings limit, and your benefit amount at that age is used to calculate spousal benefits. If you begin collecting Social Security before your full retirement age, you are subject to an earnings limit of $23,400.  For every $2 of wage or self-employment income you have above that limit, $1 of your Social Security benefit will be withheld from you.  Other income sources do not count and this rule no longer applies after reaching you full retirement age, meaning you can work and earn as much as you want.  If you do have Social Security withheld due to the earnings limit, you will receive a credit for that when you reach your full retirement age. As a spouse if you had a limited earnings history, you may collect a spousal benefit from the record of your higher earning spouse.  The spousal benefit is ½ of the higher earning spouse's full retirement age benefit amount.  The age that the higher earning spouse actually collects does not change the spousal benefit.  In order to receive the full spousal benefit, the lower earning spouse needs to collect at their own full retirement age.  Waiting beyond that does not increase the spousal benefit, but collecting before full retirement age will reduce the spousal benefit. For those reasons full retirement age matters, but there are plenty of situations where it doesn't. If you stop working before your full retirement age, then the earnings limit is irrelevant, and if you and your spouse both have an earnings history, then spousal benefits are irrelevant. Many retirees have the belief that something special happens to their benefit amount at their full retirement age, but the truth is, your Social Security window is from age 62 to 70.  Every month you wait to start, your benefit amount increases slightly.  There is no additional increase upon reaching a specific calendar year, birthday, or even your full retirement age.  For some it may be best to collect at their full retirement age, but for the majority of retirees it is more beneficial to collect at an age other than their full retirement age based on their individual income, asset, and tax situation.   Companies Discussed: Freeport-McMoRan Inc. (FCX), Qualcomm Incorporated (QCOM), Super Micro Computer, Inc. (SMCI) & Eli Lilly and Company (LLY)

Olivier Blanchard notes rockiness in the chip trade but expects it to smooth out with the world's growing reliance on A.I. He anticipates companies to use the technology in ways that improve employee efficiency. He maintains bullishness on giants like Nvidia (NVDA) and AMD Inc. (AMD) while pointing to Qualcomm (QCOM) as an undervalued play. Intel's (INTC) comeback adds to Olivier's argument: "don't bet against" the company.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualcomm's strong quarter but puzzling stock performance, AMD's ongoing struggle to establish itself in the AI market, and Arm's critical yet underappreciated role in the AI ecosystem. The conversation highlights the shifting dynamics in technology investments and the challenges companies face in meeting heightened investor expectations. In this conversation, Ben Bajarin and Jay Goldberg discuss the complexities surrounding Arm's intellectual property (IP) and its market dynamics, the confusion in revenue metrics, and the expectations investors have regarding growth. They delve into the trends in capital expenditures (CapEx) among major tech companies and the dual nature of cloud revenue, distinguishing between traditional cloud services and emerging AI workloads. The discussion also highlights the critical role NVIDIA plays in the AI market and the challenges it faces in meeting demand.

S&P Futures are flat to higher. Last night's earnings reports were not impressive, QCOM, ARM, F & SWKS are all moving lower after their announcements. Trade tensions and the lawmaker's action on the budget reconciliation bill will continue to poise risk for the markets. HON announced that it will be splitting up into 3 separate companies. This morning markets will likely react to economic reports on Preliminary Productivity and Costs for 4Q and the Weekly Jobless Claims data. Oil prices are down due to the API inventory data which indicated a build in inventories.

Jenny Horne dives into the Qualcomm (QCOM) earnings report to find out why the stock is lower after an earnings beat. 1Q adj. EPS checked in at $3.41, or up 24% from a year ago. The company's chip segment brought in $10.1b in sales, up 20% y/y. Despite the positive report, shares sold off ahead of Thursday's open. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The semiconductor trade is hit with red arrows. Skyworks Solutions (SWKS) saw a massive slide down after losing a chunk of its business with Apple (AAPL). Qualcomm (QCOM) and Arm Holdings (ARM) also slipped despite reporting mostly-positive earnings. Kevin Green talks about the potential shift in the chip trade by using the Philadelphia SE Semiconductor Index (SOX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Chris Versace gives his takeaways from Qualcomm (QCOM) earnings. He's looking for more adoption of A.I. in PCs and cars and wants less reliance on Apple (AAPL). He also looks at Alphabet (GOOGL) sinking after earnings. “From a pick and shovel perspective,” Nvidia (NVDA) and Marvell (MRVL) will be the winners in this A.I. space, he says. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Despite posting an earnings beat, chipmaker Skyworks Solutions (SWKS) plunged more than 25% in premarket trading. Jenny Horne attributes the massive sell-off to increasing competition for Apple's (AAPL) business. As for Qualcomm (QCOM), the weakness in guidance shed some investor confidence. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Arm Holdings (ARM) falls after weaker-than-anticipated guidance. Qualcomm (QCOM) posts an earnings beat, but slides after its report. And, Skyworks (SWKS) moves lower on competition concerns for Apple (AAPL) business. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

En este episodio, exploramos las noticias más relevantes que están moviendo los mercados y las principales industrias: Wall Street pierde impulso: El mercado recorta ganancias tras caídas de $QCOM y $F, mientras los inversionistas esperan más datos laborales y el balance de la Fed. Analizamos el impacto de estos reportes y la expectativa por los resultados de $AMZN. Honeywell se divide en tres empresas: La compañía confirma su plan de escisión para 2026, separando sus unidades de automatización, aeroespacial y materiales avanzados. Discutimos cómo esta reestructuración podría generar valor para los accionistas. Corea del Sur bloquea DeepSeek: Siguiendo a Taiwán, Australia e Italia, el gobierno surcoreano impone restricciones a la IA de DeepSeek por preocupaciones de seguridad. Evaluamos el impacto en la industria de semiconductores y la postura de SK hynix y Naver. Starbucks redefine su estrategia: La empresa reduce el límite de ítems en pedidos móviles y eliminará el 30% de su menú para mejorar la experiencia en tienda. Analizamos cómo estos cambios buscan recuperar su esencia y optimizar el servicio. Acompáñanos para entender cómo estas decisiones están impactando a los mercados, la tecnología y el consumo global. ¡Un episodio lleno de análisis estratégico!

S&P Futures are moving lower this morning as tech earnings disappoint and the sector is seen as being caught up in Trump's trade war. Chinese regulators are said to be reviewing the business practices of major tech firms (AAPL, GOOG, INTC & NVDA). The U.S Postal Service has suspended the acceptance of inbound parcels from China which is causing weakness in Chinese retailors. Talks are expected between Trump & XI in the coming days. GOOG, AMD, MDLZ & UBER are lower after earnings releases. After the bell today, ARM, QCOM, MSTR, MCK & F will be releasing. ADP Employment data is on tap this morning before the opening bell. RFK moved closer to confirmation which is creating volatility in vaccine and food stocks. Nissan may pull out of its merger with Honda. Oil prices are down due to the API inventory data which indicated a build in inventories.

Green arrows were seen across Wall Street as the markets shake off tariff uncertainty. However, Qualcomm (QCOM) and Arm Holdings (ARM) fell after hours, as did Uber Technologies (UBER) this morning. Supermicro (SMCI) rallied thanks to a new partnership with Nvidia (NVDA) to produce Blackwell A.I. data center products. Diane King Hall runs through the day's biggest stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Today's after-hour earnings painted a mixed picture. Qualcomm (QCOM) and Arm Holdings (ARM) each posted record revenues but one company traded lower. Meanwhile, Ford Motor Co. (F) shared uncertainty around its outlook. George Tsilis and Scott Durfey join Diane King Hall to examine the latest round of earnings moving the markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Futurum Group CEO, Daniel Newman, offers a big picture perspective on the state of the tech sector. For Alphabet (GOOGL), he thinks the company needs to emphasize generative A.I. in its outlook, which its $75 billion capex guidance may signal. Daniel believes AMD Inc. (AMD) needs more bullish commentary to win investors back. He anticipates strength from Qualcomm (QCOM) due to its mobile device reach, especially through Apple (AAPL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

There's more to DeepSeek than utilizing cheaper methods for A.I. platforms, according to Oliver Blanchard. He argues the technology signals a shift to more efficiency in the space and will lead to an increase in hybrid A.I. training models. Oliver labels AMD Inc. (AMD), Broadcom (AVGO), Intel (INTC) and Qualcomm (QCOM) as A.I. plays investors overshadowed in recent months. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join the European Dividend Growth Investor (EDGI) and Derek as we dive into the latest financial news and dividend company earnings. In this episode, we analyse Signify's dividend hike, Johnson & Johnson's earnings, and Texas Instruments' financial struggles. We also talk about topics like the "Income Factory" investment strategy, currency diversification, and the risks of covered call ETFs. Finally, EDGI shared highlights from the Utrecht Dividend Day Mentioned Tickers:PHG, JNJ, PG, UL, TXN, QCOM, NKE

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Qualcomm's recent investor day on diversification into automotive, laptops, and industrial AI looked good, but Wall Street wasn't impressed. Apple still trying to part ways with Qualcomm 5G chips is a big reason why. Chip Stock Investor discusses why Qualcomm remains a solid pick for certain types of investors, despite some concerns, as well as the place QCOM stock holds in the CSI portfolio for 2025. Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Alphabet (GOOGL) moves higher as it looks adapt to U.S. regulators attempt to get it to sell Chrome, Qualcomm (QCOM) wins a court case, and Apple (AAPL) iPhone sales look stronger than expected. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Obesity drugmaker Eli Lilly (LLY) rises after Zepbound gets FDA approval for sleep apnea treatment. Meanwhile, Honda (HMC) and Nissan (NSANY) have begun merger discussions to potentially become the world's 3rd largest automaker. And, Qualcomm (QCOM) prevails in a legal dispute over Arm Holdings (ARM). George Tsilis provides insight on the morning's early headlines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor How did Chip Stock Investor's top chip stocks picks of 2024 perform? And are those stock picks still good for 2025? Nick and Kasey highlight winners like NVIDIA and Pure Storage, as well as the losers like Microchip and Onsemi, and if a 2025 rebound and return to growth is to be expected for the semiconductor market not allocated to AI and accelerated computing. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.

Comcast (CMCSA) announced spin-offs for most of the company's networks. Delta Airlines (DAL) says the airline industry is healthy and backed its guidance during the company's investor day. Qualcomm (QCOM) highlighted its 5-year financial target plan as its own investor day. Oppenheimer downgrades JPMorgan Chase (JPM). Caroline Woods dives into the top headlines starting the day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.

Send us a texthttps://youtu.be/Mug-Mme1yloTry VectorVest Risk-Free ➥➥➥ https://www.vectorvest.com/YTWelcome to the VectorVest Channel! With an interest rate cut cycle in effect and small caps benefiting. Tonight we will break down 10 small-cap semiconductor companies to see if opportunities are presenting themselves. As well we will breakdown ARM Holdings and QCOM since they just reported earnings yesterday. Enjoy this fantastic presentation! Use this link for a FREE Stock Analysis Report ➥➥➥ vectorvest.com/YTFSA

S&P Futures are displaying gains this morning after yesterday impressive rally. The markets are awaiting a monetary policy decision from the FOMC today. On the earnings front APP, ELF, LYFT, MCK, QCOM, DDOG & RL are higher after announcements. After the bell today, ANET, ABNB, TTD, SQ, DKNG & RIVN are scheduled to release. Data on Jobless Claims & 3Q Productivity & Cost to be released before the opening bell. In Europe, stocks are higher, The FTSE is only showing a minor gain ahead of today's BOE decision. Oil prices are showing some weakness this morning.

Qualcomm (QCOM) is rallying Thursday morning after a strong earnings report. Olivier Blanchard from the Futurum Group thinks the changes the company has made over the last 10 years puts it in a strong position to continue to rally. The use of chips in all cars, not just electric vehicles, means that Qualcomm will continue to see growth. Meanwhile, Arm Holdings (ARM) investors should not be scared off by its post-earnings drop as A.I. moves into the chips for phones and computers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Alex Coffey discusses markets hitting new all-time highs on Thursday, and places example trades on Qualcomm (QCOM) and Arm Holdings (ARM) after earnings on today's The Daily Trader. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

S&P Futures are higher this morning with the election outcome in focus. A Republican sweep of the house and senate means less gridlock. Bond yields are on the rise and the dollar is strengthening. Markets are likely to show strong momentum this morning. On the earnings front CVS, IRM, JKHY & PRGO are higher after announcements. After the bell today ARM, QCOM, GILD, MCK and LYFT are scheduled to release. The FOMC meeting begins today with an announcement scheduled for Thursday. In Europe, markets are higher and economic releases were positive. Oil prices are falling as the API's stockpile estimates indicated weakness ahead of today EIA report.

Ahead of Qualcomm (QCOM) earnings, Kevin Hincks provides an example options trade in the semiconductor stock. Plus, he looks at Apple (AAPL) after the stock hit all-time highs last month. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The conversation provides insights into the semiconductor industry and Qualcomm's strategic positioning in the market. In this conversation, Jay Goldberg and Ben Bajarin delve into the complexities of the ongoing contract dispute between ARM and Qualcomm, exploring the broader implications for the tech industry, particularly in terms of intellectual property (IP) litigation. They discuss the necessity for collaboration between major players in the semiconductor space and examine ARM's growth potential in various markets, including data centers and automotive. The conversation also touches on insights from the recent RISC-V Summit, highlighting the current state and future prospects of RISC-V technology in the industry.

ARM Holding (ARM) cancelled its licensing agreement with Qualcomm (QCOM), spiraling both stocks to the downside. Kevin Green talks about why he expects this back and forth to last for a "long time." He also discusses Texas Instruments' (TXN) earnings and the "monumental" efforts the company made despite reporting soft guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

McDonald's (MCD) faces an E. Coli breakout in the Midwest, Starbucks (SBUX) slumps after withdrawing guidance, and Qualcomm may be losing a key partner. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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En este episodio, analizamos las caídas significativas en las acciones de $QCOM, McDonald's $MCD y Starbucks $SBUX, a raíz de desafíos legales y preocupaciones de salud pública. Discutiremos cómo la cancelación de un acuerdo clave de licencia por parte de Arm Holdings ha intensificado las tensiones con Qualcomm y sus implicaciones en el mercado de chips. T ambién exploraremos el impacto del brote de E. coli en McDonald's y los decepcionantes resultados de Starbucks, que han llevado a una revisión de sus proyecciones financieras. Por otro lado, abordaremos el ascenso de Spirit Airlines $SAVE tras rumores de fusión con Frontier Group $ULCC, y la reciente adquisición de Bridge Network por parte de Stripe por $1.1 billones, un movimiento que resalta la creciente importancia de las stablecoins en el ecosistema cripto. Además, discutiremos las tendencias emergentes en el mercado, desde el apoyo a la legalización de la marihuana recreativa hasta los nuevos ETFs lanzados por BlackRock $BLK. ¡Únete a nosotros para una discusión profunda sobre estos temas candentes!

PepsiCo (PEP) trading is mixed Tuesday morning after the company lowered its full-year revenue guidance. Qualcomm (QCOM) slipped after getting a downgrade, as did American Express (AXP) following downgrades from BTIG and HSBC. The credit card company's stock reached all time highs earlier this month. Caroline Woods breaks down the morning's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

McCormick's been a laggard over the past few years, does it have some growth levers to get back on track?   (00:11) Jason Moser and Dylan Lewis discuss: - Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker.  - A listener question: What to expect from spicemaker McCormick this quarter.  - How the rate environment might play into results we see from companies this upcoming earnings season.  (15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry. Companies discussed: INTC, QCOM, MKC, INVH, AMH Host: Dylan Lewis Guests: Jason Moser, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

**Dow Jones Futures: **Subió +0.28% **S&P 500 Futures: **+0.36% **Nasdaq Futures: ** Subió +0.58% **Petróleo:** Bajó -0.31% **Bitcoin:** Subió +2.18% -Meta y el fabricante de Ray-Ban, EssilorLuxottica, amplían su colaboración en gafas inteligentes: EssilorLuxottica y Meta Platforms han extendido su colaboración por una década para desarrollar nuevas generaciones de gafas inteligentes. Ambas compañías han trabajado juntas desde 2019, lanzando hasta ahora dos generaciones de gafas inteligentes bajo la marca Ray-Ban. Francesco Milleri, CEO de EssilorLuxottica, destacó el impacto positivo de esta colaboración en la conectividad y la calidad de vida. Aunque se especuló sobre la posible compra de una participación de Meta en EssilorLuxottica, el comunicado no mencionó esta posibilidad. La última generación de las gafas Ray-Ban Meta, lanzada en otoño de 2023, incluye tecnología avanzada para llamadas, fotos, videos, música y transmisión en vivo. La integración de Meta AI en EE.UU. y Canadá también facilita una mayor conectividad para los usuarios. -Los trabajadores de Amazon (AMZN) pronto volverán a la configuración anterior a COVID de estar en la oficina cinco días a la semana, según una carta del CEO Andy Jassy emitida a los empleados. "Antes de la pandemia, no era un hecho que la gente pudiera trabajar de forma remota dos días a la semana, y eso será cierto en el futuro: nuestra expectativa es que las personas estén en la oficina fuera de circunstancias atenuantes o si ya tiene una Excepción de Trabajo Remoto aprobada", escribió. Amazon también recuperará los arreglos de escritorios asignados en ciertas ubicaciones y reducirá la cantidad de gerentes en los equipos. Estados Unidos y Japón están cerca de acordar restricciones a la exportación de tecnología de chips a China, según el Financial Times. Sin embargo, Japón es cauteloso debido a temores de represalias de China, que podría bloquear la exportación de minerales críticos como galio y grafito, elevando sus precios y afectando la competitividad de productos japoneses. Los funcionarios de ambos países están buscando formas de mitigar el impacto de posibles represalias chinas. Estados Unidos también está en conversaciones con Japón y los Países Bajos para que implementen restricciones similares a las suyas, con el fin de dificultar que China obtenga herramientas clave para la fabricación de chips. China ha expresado su oposición firme a estas medidas y ha advertido que defenderá los derechos e intereses de las empresas chinas. Resultados de la encuesta WSB: Se prevé que la Fed cautelosa adopte una postura cautelosa. Un grupo de senadores demócratas presiona a Powell para que recorte los tipos de interés en 75 puntos básicos. Microsoft recompensa a los accionistas; Intel fabricará chips de IA para Amazon. Target (TGT) se prepara para la fiebre de la temporada de compras navideñas. Combustibles fósiles: el auge de la IA impulsa el resurgimiento de la energía a gas de EE. UU. Las acciones que tenemos hoy con predicción bullish son **Pre-Market Runners:** Intel Corporation: $INTC +7.03% Design Therapeutics, Inc.: $DSGN +4.86% Microsoft Corporation: $MSFT +1.10% Las acciones que tenemos hoy con predicción bearish son **Pre–Market Losers:** Jabil Inc.: $JBL -0.50% QUALCOMM Inc.: $QCOM -0.07% FibroBiolics, Inc.: $FBLG -6.15% Estas son las noticias que tenemos para hoy, antes de que abra el mercado. Les recordamos que pueden encontrarnos en todas nuestras redes sociales como @SpanglishTrades y visitar nuestra página web www.spanglishtrades.com Para que no se pierdan ninguna noticia en la actualización del mundo de la bolsa de valores en Español Gracias por acompañarnos y escucharnos. Los esperamos en el próximo episodio de Wall Street Colada!!!

Stocks slid into the final hour today ahead of a major week of data and consumer earnings reports. We get you set for the week ahead with Carson Group's Ryan Detrick, Silvant Capital CIO Michael Sansoterra and RockCreek's Afsaneh Beschloss break down the market action. Plus, Wolfe analyst Chris Caso on his QCOM downgrade that sent the stock lower and Deutsche Bank analyst James Shin on why Eli Lilly is his unicorn. Neuberger Berman's Anthony Tutrone on top opportunities in alternatives and where private equity is getting active.

  AMZN, COIN and QCOM with 4 different trades in 3 different stocks tasty overperforms again!  Strangles, Jade lizards and ratio spreads!  

New Study - Power and AI Apple releases new AI (first version) Bitcoin - Not Buying the Electoral Rhetoric Correction territory for many tech names PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm Up - NEW CTP ANNOUNCED! - Jailtime? Short Seller targeted - The EXCITING Summer Olympics - Last vote - never again! Market Update - New Study - Power and AI - Apple releases new AI (first version) - Bitcoin - Not Buying the Electoral Rhetoric - Correction territory for many of the tech names.... - Microsoft Earnings... Crowdstrike Glitch - 2nd shoe is dropping - Lawsuits are on the way - hitting Crowdstrike and Microsoft - Several announced this week..... - CRWD still falling - Down 40% since before the "glitch"   Microsoft - Reports Q4 (Jun) earnings of $2.95 per share, $0.01 better than the FactSet Consensus of $2.94; revenues rose 15.2% year/year to $64.73 bln vs the $64.38 bln FactSet Consensus. - Azure and other cloud services revenue growth of +29%, +30% constant currency vs +30-31% CC prior guidance. - Guides next quarter is below consensus - Stock getting hit - down 7% initially, but comes back a bit in after-hours AMD - Better than feared - stock up after hours nicely Intel - cutting 1000's of  jobs - they are not a contender at all Citron Boss - The activist short seller Andrew Left surrendered in Los Angeles on Monday to face federal criminal securities fraud charges, a spokesman for the U.S. Attorney's Office there said. (Like he was in jail until bail was paid!) - $10M Bail - Andrew Left - is accused of using his public platform, which included social media posts on X and appearances on CNBC, to make illegal profits of at least $16 million by manipulating stock market activity and trading in a way that was contrary to the positions he publicly purported to take. - Left is also being sued by the U.S. Securities and Exchange Commission, which in a civil complaint filed last week in LA federal court accused him and Citron of “engaging in a $20 million multi-year scheme to defraud followers by “publishing false and misleading statements regarding his supposed stock trading recommendations.” - “Left bragged to colleagues that some of these statements [he made] were especially effective at inducing retail investors to trade based on his recommendations and said that it was like taking ‘candy from a baby,'” the SEC alleges in that lawsuit. Big Boys - Tuesday Update - NVDA (-6.5%) extends to session lows, as AI group comes under pressure ahead of key earnings reports and AI capex guides... other AI movers of note include ARM -6%, VRT -6%, SMCI -5.5%, QCOM -4%, MU -3%, SMH -3% Eurozone - The euro zone's economy grew by more than expected in the second quarter of 2024, flash figures from the European Union's statistics office showed Tuesday. - The zone's gross domestic product rose by 0.3% in the three months to the end of June compared to the previous quarter, the data showed. Economists polled by Reuters had expected a 0.2% increase on a quarterly basis. McDonald's Earnings - McDonald's on Monday reported quarterly earnings and revenue that missed analysts' expectations as same-store sales declined across every division. - Earnings per share: $2.97 adjusted vs. $3.07 expected - Revenue: $6.49 billion vs. $6.61 billion expected - “At the end of the day, we expect customers will continue to feel the pinch of the economy and a higher cost of living for at least the next several quarters in this very competitive landscape,” McDonald's U.S. President Joe Erlinger said - Stock - Went up - Big plan ????? Bring back the Value Meal (How does that actually help?)

Instant analysis of Qualcomm ($QCOM) Q3 earnings, as we hear from CEO Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices